Sanjana Rajesh Gupta
Ulhasnagar
Summary
I am a Smart Working & responsible graduate seeking an entry into Banking sector, where my training in banking operations and a heart for customer service can be utilized to the fullest potential. An excellent academic record with active participation in extra-curricular activities shows myself to be self-motivated, Team player, organized and capable of working under pressure. I am always eager to learn and grow in the banking industry.
Overview
4
4
years of professional experience
1
1
Certification
Work History
CRO/Teller
BANDHAN BANK LTD
07.2022 - 10.2025
- Working as a CRO/Teller. Handling Front Desk Customer Service, Updation of Customer Request/Passbook/Statement/ Transaction of Customers And Handling Of Cash And Vault Keys.
- Maintaining Proper Inventory Of All Important Stocks/Kits/And Cheque/DD.
- Also, Maintaining the Clearing Chque Of Customer On Daily Basis And Calling On The Customer Inward Cheque List Which Helps Customer To Pass Their Issued Chque.
- Responsible for Cash operations, account openings,fixed Deposits,TPP-cross selling ,providing quality experience that will ensure retention and positive word-of-mouth.
- Performed transactions for customers such as withdrawals deposits transfers etc.
- Account Opening and performing Customer Due Diligence (CDD) on new Clients, requesting KYC information, documentation, review and verification of received documentation.
- Redress customer needs pertaining to cash, DDs, cheque deposits, general information.
- Speed and accuracy of transaction.
- Ensured daily banking operations adhered to strict AML/KYC policies, including account opening, transaction processing, and customer interactions.
- I was also qualified for PAN India Level for Life Insurance.
- Received so many Trophies/ Vouchers/ Certificates for fulfilling the TPP targets and generating revenues to the bank.
Customer Service Officer
UTKARSH SMALL FINANCE BANK
11.2025 - Current
- Working as CSO handling handling daily branch operations, customer inquiries, and account services to ensure high satisfaction..
- Customer Service & Sales: Welcoming customers, addressing queries regarding, and cross-selling banking products like loans, insurance, and credit cards.
- Operational Support: Managing account opening/closure, documentation, updating customer information, and processing cheque clearances or transactions.
- Digital Adoption: Guiding customers to use digital banking tools, mobile apps, and internet banking.
- Query Resolution: Resolving complaints, managing escalations, and ensuring compliance with banking regulations.
Education
Bachelor of Arts -
R.K TALERAJA COLLEGE OF ARTS, SCIENCE AND COMMERCE
01.2020
High School -
S.P. P NEW ERA HIGH SCHOOL & JR. COLLEGE OF COMMERCE
Maharashtra01.2018
High School -
JASHLOK HIGH SCHOOL
Maharashtra01.2016
Skills
- Beginner Level Proficiency in Computer and its operations
- Completed MS-CIT course
Certification
- Post-Graduation Program, Eleven Months, Retail Banking, JBankedge Academy for Banking and Finance
- IRDAI CERTIFIED
Accomplishments
- Qualified for PAN India Level for Life Insurance.
- Received multiple Trophies/Vouchers/Certificates for fulfilling the TPP targets and generating revenues to the bank.
Personal Information
- Date of Birth: 08/03/99
- Gender: Female
Languages
- Hindi
- Marathi
- English
- Hindi
- Marathi
Activities
- Organized Fests and Fairs at School Level.
- Volunteered for School 'Tree Plantation Drives'.
- Active Member of PM Shri Narendra Modi's 'Beti Bachao, Beti Padhao' drive, educating Villagers about the mission.
Timeline
Customer Service Officer
UTKARSH SMALL FINANCE BANK
11.2025 - Current
CRO/Teller
BANDHAN BANK LTD
07.2022 - 10.2025
Bachelor of Arts -
R.K TALERAJA COLLEGE OF ARTS, SCIENCE AND COMMERCE
High School -
S.P. P NEW ERA HIGH SCHOOL & JR. COLLEGE OF COMMERCE
High School -
JASHLOK HIGH SCHOOL